A financial advisor since 2000, Matthew Peak is dedicated to helping clients develop a long-term financial plan to accumulate wealth that can benefit their families for generations. His goals are the same as theirs- to pursue financial independence, to assist in the education of children and grandchildren, and to help manage the financial risks we face in life. Fostering lifelong client relationships is the strength of his practice, making the work feel lasting, meaningful and significant.
Matthew holds the Series 6, 7, 65, 63 and Connecticut Life and Health Insurance licenses through LPL Financial, as well as the CMFC, CPFA, and is certified in the CT Partnership for Long-Term Care. He holds BAs in History and Political Science from Moravian College. He also volunteers for the Manchester Road Race and served as an elected member for the Manchester Board of Directors from 2005-2010. He currently resides in Glastonbury, CT, with his wife, Mary Grace, and two children- Mia and Luke.
